Quick Read – AVUV has surged 23% year to date and 39% over 12 months, with further gains hinging on the Fed resuming rate cuts before September. – American Eagle Outfitters (AEO) guides to a 15% tariff rate in the back half of the year, posing direct risk to AVUV’s consumer…
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The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) is having the kind of year that small-cap value advocates have been promising since 2021. AVUV is up 23% year to date and 39% over the past 12 months, beating the Russell 2000 by roughly two points and outpacing the passive small-cap value benchmark by a wider margin.
With roughly $23.5 billion in net assets, AVUV is now the dominant active vehicle in this corner of the market, and the next 12 months will test whether the rally has another leg. The setup heading into the second half AVUV’s portfolio leans hard into the parts of the market that respond most violently to interest rates and consumer spending. The fund’s largest positions include Five Below at roughly 1%, GATX near 0.9%, and Avnet around 0.8%, with deep representation in regional banks, energy producers, and specialty retail.